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Pimco Income Strategy Fund shares owned by Element Wealth

Quarter-by-quarter ownership of Pimco Income Strategy Fund (PFL) shares owned by Element Wealth from 13F filings

Historical chart of Element Wealth investment in Pimco Income Strategy Fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco Income Strategy Fund held by Element Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Income Strategy Fund by Element Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $135k 16k 8.52
2025-06-30 $132k 16k 8.34
2025-03-31 $135k 16k 8.60
2024-12-31 $130k 16k 8.38

More positions owned by Element Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr TRS FLT RT BD (TFLO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Ttl Stk (ITOT)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr Core Us Aggbd Et (AGG)
Alps Etf Tr Alerian Mlp (AMLP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Pimco Access Income Fund Shs Benfin Int (PAXS)

View all positions for Element Wealth

Top funds holding Pimco Income Strategy Fund

Guggenheim Capital, LLC Managers
Morgan Stanley
Wells Fargo & Company
LPL Financial
Centaurus Financial
Ameriprise Financial
Rivernorth Capital Management
Invesco
Commonwealth Equity Services
Stifel Financial
Royal Bank of Canada
Advisor Group Holdings
Cetera Investment Advisers
Cambridge Investment Research Advisors
Pinnacle Financial Partners

View all funds holding Pimco Income Strategy Fund